Managing Seats

Learn how to allocate and manage seats for your team members in Reps AI.

Overview

Seats represent user licenses in your subscription. Each seat allows one team member to access Reps AI features. Managing seats involves allocating available seats to team members and removing seat allocations when needed.

Understanding Seats

A seat is a user license that grants access to Reps AI:

  • Total Seats: The number of seats included in your subscription plan
  • Allocated Seats: Seats currently assigned to team members
  • Available Seats: Seats that are not yet assigned and can be allocated

Seat requirements vary by subscription plan:

  • Starter and Pro Plans: Include a fixed number of seats
  • Team Plan: Charges per seat (minimum 3 seats)

Viewing Seat Information

To view your seat allocation status:

Step 1.
Navigate to (Settings > Seats)
Step 2.
Review the Seats Overview cards showing Total, Allocated, and Available seats

The overview displays:

  • Total Seats: Your subscription's total seat count
  • Allocated Seats: How many seats are currently assigned
  • Available Seats: How many seats you can still allocate

Allocating a Seat

To assign a seat to a team member:

Step 1.
Navigate to (Settings > Seats)
Step 2.
Find the team member in the table who needs a seat
Step 3.
Click the actions menu (three dots) for that team member
Step 4.
Select "Allocate seat" from the dropdown menu

The seat will be allocated immediately, and the member's status will update to "Allocated" in the table.

Removing a Seat

To remove a seat allocation from a team member:

Step 1.
Navigate to (Settings > Seats)
Step 2.
Find the team member in the table whose seat you want to remove
Step 3.
Click the actions menu (three dots) for that team member
Step 4.
Select "Remove seat" from the dropdown menu

The seat will be removed, making it available for allocation to another team member.

Important Notes

  • Seat Limits: You cannot allocate more seats than your subscription includes
  • Member Access: Removing a seat may affect a member's access to certain features
  • Available Seats: Always check available seats before allocating to ensure you have capacity
  • Team Plans: For Team plans, you may need to purchase additional seats if you've reached your limit

For more information about adding team members, see the Adding Team Members guide.